Ad is loading...
AWTIX vs FSDPX
AWTIX vs FSDPX Comparison
Open Charts AWTIX vs FSDPX
Virtus Duff & Phelps Water Inst
Price$18.64
Change-$0.18 (-0.96%)
VolumeN/A
Net Assets548.99M
Fidelity Select Materials
Price$87.38
Change-$1.94 (-2.17%)
VolumeN/A
Net Assets763.52M
AWTIX vs FSDPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AWTIX vs. FSDPX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AWTIX is a Buy and FSDPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSDPX has more cash in the bank: 764M vs. AWTIX (549M). FSDPX pays higher dividends than AWTIX: FSDPX (1.21) vs AWTIX (0.86). AWTIX was incepted earlier than FSDPX: AWTIX (17 years) vs FSDPX (38 years). FSDPX is a more actively managed with annual turnover of: 47.00 vs. AWTIX (19.00). FSDPX has a lower initial minimum investment than AWTIX: FSDPX (0) vs AWTIX (1000000). AWTIX annual gain was more profitable for investors over the last year : -4.32 vs. FSDPX (-10.43). FSDPX return over 5 years is better than : 34.58 vs. AWTIX (9.56).
| AWTIX | FSDPX | AWTIX / FSDPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 38 years | - |
| Gain YTD | 0.811 | 3.974 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 764M | 72% |
| Annual Yield % from dividends | 0.86 | 1.21 | 71% |
| Returns for 1 year | -4.32 | -10.43 | 41% |
| Returns for 3 years | 1.70 | -10.18 | -17% |
| Returns for 5 years | 9.56 | 34.58 | 28% |
| Returns for 10 years | 53.36 | 12.31 | 433% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BIVIX | 17.49 | 0.26 | +1.51% |
| Invenomic Institutional | |||
| HLRZX | 17.51 | -0.09 | -0.51% |
| Harding Loevner Intl Small Coms Instl Z | |||
| IFAFX | 25.56 | -0.13 | -0.51% |
| American Funds Income Fund of Amer F1 | |||
| BVOIX | 11.68 | -0.19 | -1.60% |
| Barrow Hanley US Value Opportunities I | |||
| ASPYX | 31.65 | -1.10 | -3.36% |
| Alger Spectra Y | |||